By Katherine M. Rose, MBA, CFA®, CTFA and David L. Zahn, CPA, CFP® on December 22, 2021
In this month’s video update, Sentinel Trust Senior Vice President, Senior Relationship Officer David L. Zahn, CPA, CFP® and Senior Investment Officer Katherine M. Rose, MBA, CFA discuss frequently asked questions regarding year-end charitable giving and the ways in which clients can optimize their year-end donations.
POSTED IN: News, Philanthropy
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